See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,344 | $175,202+74.9% | $149,673+104.7% | $139,434+119.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.01% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,100 | $5,474+66.2% | $4,818+88.9% | $4,751+91.6% |
| Participant deferral / active EE | $6,285 | $6,519-3.6% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $1,115 | $16,150-93.1% | $13,210-91.6% | $11,403-90.2% |